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Content provided by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The PE Leadership Gambit: What Happens to the C-Suite After Acquisition?

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Manage episode 470047065 series 3613980
Content provided by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens to leadership teams when private equity enters the picture? In this revealing episode of The Private Equity Experience, Emily Sander, Rory Liebhart, and Ed Barton discuss the dramatic shifts that occur when PE firms acquire companies. Drawing from their battle-scarred experiences, they explore how founders navigate new stakeholder relationships, why CFOs often become CEOs, and the critical importance of meeting financial covenants. Learn why "business as usual" isn't an option, why flash reports become non-negotiable, and how to identify hidden talent during reorganization. Whether you're a founder considering a PE partnership or an executive navigating post-acquisition waters, this episode offers invaluable strategies to survive and thrive when the deal closes.

#PrivateEquity #Leadership #MergersAndAcquisitions #CEOTransition
Timestamps:
00:00 Introduction to Post-Deal Changes
01:04 Initial Leadership Changes
04:32 Navigating Founder and CEO Transitions
09:43 Collaborative Solutions and Team Dynamics
11:27 The Role of Chief of Staff
15:34 Legal and Insurance Considerations
29:25 Recognizing and Promoting Hidden Talent
Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

Chapters

1. Introduction to Post-Deal Changes (00:00:00)

2. Initial Leadership Changes (00:01:04)

3. Navigating Founder and CEO Transitions (00:04:32)

4. Collaborative Solutions and Team Dynamics (00:09:43)

5. The Role of Chief of Staff (00:11:27)

6. Legal and Insurance Considerations (00:15:34)

7. Recognizing and Promoting Hidden Talent (00:29:25)

12 episodes

Artwork
iconShare
 
Manage episode 470047065 series 3613980
Content provided by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens to leadership teams when private equity enters the picture? In this revealing episode of The Private Equity Experience, Emily Sander, Rory Liebhart, and Ed Barton discuss the dramatic shifts that occur when PE firms acquire companies. Drawing from their battle-scarred experiences, they explore how founders navigate new stakeholder relationships, why CFOs often become CEOs, and the critical importance of meeting financial covenants. Learn why "business as usual" isn't an option, why flash reports become non-negotiable, and how to identify hidden talent during reorganization. Whether you're a founder considering a PE partnership or an executive navigating post-acquisition waters, this episode offers invaluable strategies to survive and thrive when the deal closes.

#PrivateEquity #Leadership #MergersAndAcquisitions #CEOTransition
Timestamps:
00:00 Introduction to Post-Deal Changes
01:04 Initial Leadership Changes
04:32 Navigating Founder and CEO Transitions
09:43 Collaborative Solutions and Team Dynamics
11:27 The Role of Chief of Staff
15:34 Legal and Insurance Considerations
29:25 Recognizing and Promoting Hidden Talent
Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

Chapters

1. Introduction to Post-Deal Changes (00:00:00)

2. Initial Leadership Changes (00:01:04)

3. Navigating Founder and CEO Transitions (00:04:32)

4. Collaborative Solutions and Team Dynamics (00:09:43)

5. The Role of Chief of Staff (00:11:27)

6. Legal and Insurance Considerations (00:15:34)

7. Recognizing and Promoting Hidden Talent (00:29:25)

12 episodes

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